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Next Financial Group’s iShares MSCI Mexico ETF EWW Stock Holding History

Next Financial Group’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$15K Buy
302
+122
+68% +$5.89K ﹤0.01% 2000
2021
Q3 		$9K Buy
180
+58
+48% +$2.85K ﹤0.01% 2057
2021
Q2 		$6K Buy
122
+26
+27% +$1.23K ﹤0.01% 2140
2021
Q1 		$4K Hold
96
– – ﹤0.01% 2152
2020
Q4 		$4K Hold
96
– – ﹤0.01% 2031
2020
Q3 		$3K Buy
+96
New +$3.17K ﹤0.01% 1960
2020
Q2 		– Sell
-390
Closed -$11K – 993
2020
Q1 		$11K Sell
390
-330
-46% -$13.8K ﹤0.01% 1493
2019
Q4 		$32K Hold
720
– – ﹤0.01% 1365
2019
Q3 		$31K Buy
720
+2
+0.3% +$84 ﹤0.01% 1296
2019
Q2 		$31K Buy
718
+140
+24% +$6.28K ﹤0.01% 1318
2019
Q1 		$25K Sell
578
-836
-59% -$36.7K 0.01% 908
2018
Q4 		$58K Sell
1,414
-520
-27% -$22.6K 0.01% 760
2018
Q3 		$99K Buy
+1,934
New +$97.9K 0.05% 355
2017
Q4 		– Sell
-3,459
Closed -$180K – 603
2017
Q3 		$180K Buy
3,459
+107
+3% +$6.01K 0.05% 345
2017
Q2 		$181K Sell
3,352
-25
-0.7% -$1.31K 0.04% 382
2017
Q1 		$175K Sell
3,377
-577
-15% -$26.8K 0.05% 340
2016
Q4 		$174K Buy
3,954
+3,639
+1,155% +$171K 0.03% 517
2016
Q3 		$15K Buy
+315
New +$15.8K ﹤0.01% 1478
2015
Q1 		– Sell
-3
Closed – – 1869
2014
Q4 		$0 Sell
3
-774
-100% -$49.7K ﹤0.01% 2023
2014
Q3 		$53K Buy
+777
New +$54.6K 0.01% 910

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Next Financial Group's EWW Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Mexico ETF (EWW) stake by 68% in Q4 2021, buying an estimated $5.89K and bringing the position to 302 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Next Financial Group first reported a position in EWW in Q3 2014 and has held it in 20 quarters since. The position peaked at $181K in Q2 2017. 156 funds tracked by Wall St. Rank hold EWW as of Q4 2021.

  • Next Financial Group held 302 shares of iShares MSCI Mexico ETF worth $15K as of Q4 2021.
  • Next Financial Group bought 122 iShares MSCI Mexico ETF shares in Q4 2021, an estimated $5.89K.
  • iShares MSCI Mexico ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2000 holding.
  • Next Financial Group first reported a position in iShares MSCI Mexico ETF in Q3 2014 and has held it in 20 quarters since.
  • Next Financial Group's iShares MSCI Mexico ETF position peaked at $181K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.